Finocket for shop & business owners

Giving a partner your leads

Access and allotment are two separate acts: granting a pipeline says what a partner may do, allotting a lead hands them the work. What they see, what stays yours, and how revoking takes effect on their next action.

Registering a prospect

How a partner claims a prospect before working it, what each answer means, how the protected window runs, and why a similar name is reviewed rather than refused.

What your partners earn

Set the commission rate for your programme — a standard share, different rates by year, and a fixed published order deciding which rule wins. See what a real payment would pay before saving.

Where a tax figure comes from

Every tax figure in Finocket can show you the government sentence behind it — or tell you there isn't one. Why "no approved rule says this" is the product being careful rather than broken, and what to do when you see it.

Your compliance calendar

Every GST, TDS and income-tax date in one place — stream, day, 3-day, week or month — with the rule each date came from beside it. What a hollow “Not yet sourced” dot means and why it is honest, how filters and the shareable link work, how the nightly reminders work, where the calendar gets its facts about you, and which plans carry it.

The Compliance Newsroom

Tax changes in plain language, each citing the official document it was read out of and approved by a named person first — plus the difference between a change that was announced and one that was notified, which is the one that costs money.

The government lists Finocket fills in for you

HSN and SAC codes, notified unit codes, customs ports, PIN codes and IFSC branches are picked from the government's own lists instead of typed — with importers that show you what a spreadsheet would do before it does it.

Cess, exempt lines and transport details

Record what a supply really is when no tax is charged — nil rated, exempt or outside GST — plus compensation cess on a line, and the full transport leg an e-way bill needs so a consignment never moves on a Part-A-only bill.

A partner sets up your workspace, you claim it

A reseller, agency or CA can set a client's Finocket workspace up on their behalf — GSTIN, opening balances, plan and any promo already applied — and send a claim link. The client claims it with one email and it becomes theirs, fully set up. The partner is never the client's session; every action is their own, attributed and auditable, and their admin seat survives the claim only disclosed, never silent.

Partner agreement and terms

Publish the terms a partner or affiliate accepts with your invitation. Every acceptance records the version and a fingerprint of the exact text; the shipped template is a starting point and cannot be published unchanged.

Connect Amazon.in and reconcile settlements

Connect your Amazon Seller account with one tap (or paste tokens), let Finocket pull GST MTR and settlement reports nightly, then convert marketplace orders into real GST invoices.

Flipkart, Meesho & quick-commerce (Blinkit, Zepto, Instamart, JioMart)

Connect Flipkart by API, and bring Meesho and quick-commerce sales in by CSV — Finocket auto-detects the report type and feeds orders, settlements and GSTR-8 reconciliation.

Your online brand, in four reports

What each channel kept and what reached your bank, how far orders get before something stops them, which states online sells into that your shops do not, and what keeps coming back — four reports on one screen. Fee percentages are measured against what has settled, website conversion is stated as missing rather than faked, and the reach report compares places rather than pretending it can match people.

The account page your customers see

What a customer of your shop can open for themselves: their orders, where their parcels are, what they have sent back, their saved addresses, their points and their privacy choices. Why a guest checkout does not open it, why it shows where a parcel is and never when it will arrive, how a consent is recorded against the exact wording shown, and why it says “we could not read this” rather than showing a zero.

Product and collection pages on your shop

Every item you sell now has a page of its own, at an address you can share — which is also what Google and Meta need before they will list a product. What a collection is, why the layout is chosen once rather than per item, why stock is shown only when you count it, and why a page that cannot be read never tells a customer you have withdrawn something.

Take UPI straight into your bank — and confirm it yourself

Publish your own UPI handle and shoppers pay you directly, with no provider in the middle. Nothing tells Finocket the money arrived, so you check it against your own bank alert and confirm each one on Shop → Payments — and the order is not confirmed until you do. What your customer sees, how the queue works, and when you should connect a payment provider instead.

Your shop's policy pages, by filling in the blanks

Six fill-in-the-blank templates — terms, returns, delivery, cancellations, privacy and complaints — that you complete in your own words and approve in your own name before anything reaches your shop. Why a blank is never filled in for you, why three of them are needed before your shop can open, what happens if a published page is edited afterwards, and what a lawyer still has to look at.

Two-way Tally sync

Bring vouchers across from a TallyPrime company and read every one before it reaches your books. Beta, and honest about it: nothing starts a sync on its own yet, and the push back into Tally shows you what would be sent without sending it.

The Tally connector for Windows

The Windows tray program that lets Finocket talk to TallyPrime on your own PC — what it is, what it will look like when it exists, and the three things about it that are honestly not possible today.

Answer the Tally mapping queue

Tally ledgers and voucher types a waiting sync run could not resolve. Answer once per Tally connection and the sync remembers — nothing is pre-filled, and nothing is ever guessed.

When a Tally sync will not run

Every connection state and what to do about it, how to read a run that stopped partway, why a commit gets refused — and the two reasons nothing is happening at all today.

Undo a Tally sync

Roll a sync run back out of your books, or cancel in Tally what Finocket put there — and understand why some entries are reversed rather than removed, some are kept, and why a cancellation Finocket cannot prove is safe still carries a warning.

What an agent is

Three words cover the whole feature: an agent is who is working, an automation is what it does and when, and activity is what it did and what that cost. An agent watches your books on a schedule and tells you when something needs you — and stays quiet the rest of the time, which is most days.

What automations cost

One credit is one rupee, a typical run is about ₹0.29, so a daily automation is about ₹8.70 a month and a ₹500 pack buys roughly 1,700 runs. Most runs are quiet and cost nothing, because a check that finds nothing never reaches the AI — and if you attach your own AI key, automations cost you nothing from us at all.

What an agent will never do

It will never file a GST or TDS return, never message your customer, never move money and never create another agent — and it cannot reach past the modules you switched on and the permissions you ticked. These are not promises about good behaviour; they are things the software has no way of doing.

Gift vouchers: issue, redeem, expire

Issue gift vouchers in batches with a face value and an optional expiry, take one as a tender at the till, and read what is left on each card from its ledger — a liability until it is redeemed or expires.

Online orders: from the channel to the shelf and back

Read a marketplace or storefront order's lines, map its SKUs to your catalogue, hold the stock whole-or-not-at-all, and hand it to the warehouse to be picked. Every step is kept, and a return opens a receipt against the bill the order became.

Packing, dispatch and taking returns back

A picked list becomes packages with a slip that travels with the goods; dispatching releases what the pick was holding. Returns that arrive by post are inspected before anything goes back on a shelf, then credited against the original bill.

Six boards, one for each person who runs a shop

The owner's ten seconds, the manager's shop, the warehouse queue, the buyer's sell-through, the online channel and the loyalty liability — six boards on one screen, built from the reports you already have. Every panel says whether it is a number, genuinely nothing, or a read that failed, and two of them say plainly what they are still waiting on.

The warehouse: bins, putting away, picking

Bins say where inside a location stock actually sits. A goods receipt queues what to shelve; a pick list holds what is spoken for and records what came off the shelf, short picks and all. Nothing here moves stock out of the building — the bill or the transfer does that.

Run a jewellery counter on Finocket

Purity-wise items with HSN 7113, serials and FIFO cost layers for pieces, metal and making split cleanly on GST invoices, and UPI settlements reconciled — the counter, mapped.

Run a clinic's billing on Finocket

A fee in five seconds, a scoped login for reception, 194J TDS from hospitals handled at gross, and month-end in one sitting — the queue never waits for software.

Run an agency's money on Finocket

Retainers that draft themselves, milestone billing that can't over-bill, hours that never bill twice, and a referral program with airtight commission maths.

The two-minute daily money habit

Record what landed, snap what you spent, glance at the dashboard — two minutes a day keeps the books from ever falling behind.

The GST filing week, in one sitting

Around the 7th: close the month's entries, read the GSTR-1 that built itself, act on 2B/IMS, check 3B and hand off — checking, not compiling.

Month-end close in one sitting

Reconcile every account, read the statements on one shared period, post the period entries, lock the books — a month that closes clean stays closed.

Year-end without the shoebox

GSTR-9 from your filed months, closing entries as balanced vouchers, the Hand-to-CA files in import order, and the personal-tax year closed from the same login.

Automate the follow-ups (consent-safe)

A dunning ladder that nudges at 3, 7 and 14 days and stops on payment; workflow rules that fire once per event; sequences for the longer nurture — with consent deciding every send.

Launch a partner program that pays itself correctly

Program → invites → first-referral-wins attribution → collected-revenue accrual → a locked monthly statement with the tax sheets computed. Airtight maths, no money movement.

On the road, and when the signal goes

Install once, record as if online, collect by UPI QR on the spot, and let the queue sync when coverage returns — and you can ask the browser to keep queued work safe from eviction where it's supported.

Watching for drift

The number worth telling you about is almost never a fixed figure — it is a change against your own normal. ₹50,000 of packaging spend is a quiet month for one business and an emergency for another, so a fixed alert either never fires or fires until you mute it. Set a watch on the four drifts that are invisible in one month and obvious across three.